Wells Fargo & Company
WFC- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000072971
近 90 天，Wells Fargo & Company 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 2,883 家機構在 13F 申報持有，市值合計 $1,931 億；Oakmark（Harris Associates）、每日期刊等 5 位大師持有。
2023 年第 3 季 13F 持有人
Wells Fargo & Company 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,976
- 較 2023 年第 2 季 +2 家
- 持有股數
- 27.0 億
- 較 2023 年第 2 季 −1,342 萬 (−0.5%)
- 總市值
- $1,101 億
- 較 2023 年第 2 季 −$52.3 億 (−4.5%)
- 新進機構
- 121
- 另有 722 家加碼
- 清倉機構
- 119
- 另有 823 家減碼
另有 22 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WFC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $1,154 億 |
| 2023 年第 1 季 | 1,993 | $1,036 億 |
| 2022 年第 4 季 | 2,070 | $1,164 億 |
| 2022 年第 3 季 | 1,963 | $1,130 億 |
| 2022 年第 2 季 | 1,997 | $1,087 億 |
| 2022 年第 1 季 | 2,144 | $1,338 億 |
| 2021 年第 4 季 | 2,079 | $1,351 億 |
| 2021 年第 3 季 | 1,913 | $1,342 億 |
| 2021 年第 2 季 | 1,935 | $1,333 億 |
| 2021 年第 1 季 | 1,877 | $1,134 億 |
2023 年第 3 季持有機構
每家機構持有 Wells Fargo & Company 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 17,712 | $44.3 萬 | 0.05% | +17,712 | 新進 |
| Private Portfolio Partners LLC | 10,780 | $44.0 萬 | 0.11% | −440−3.9% | 減碼 |
| Lee Financial Co | 10,770 | $44.0 萬 | 0.08% | −17,866−62.4% | 減碼 |
| Tocqueville Asset Management L.P. | 10,750 | $43.9 萬 | 0.01% | −2,660−19.8% | 減碼 |
| Mechanics Bank Trust Department | 10,738 | $43.9 萬 | 0.07% | +414+4.0% | 加碼 |
| Platform Technology Partners | 10,729 | $43.8 萬 | 0.21% | −573−5.1% | 減碼 |
| Aull & Monroe Investment Management Corp | 10,697 | $43.7 萬 | 0.23% | −161−1.5% | 減碼 |
| Douglas Lane & Associates, LLC | 10,679 | $43.6 萬 | 0.01% | −993−8.5% | 減碼 |
| Capital Advantage, Inc. | 10,668 | $43.6 萬 | 0.09% | +10,668 | 新進 |
| Hikari Tsushin, Inc. | 10,631 | $43.4 萬 | 0.04% | 00.0% | 不變 |
| Agf Management Ltd | 10,576 | $43.2 萬 | 0.00% | +10,576 | 新進 |
| Iron Horse Wealth Management, LLC | 10,555 | $43.1 萬 | 0.21% | −200−1.9% | 減碼 |
| Institute for Wealth Management, LLC. | 10,542 | $43.1 萬 | 0.08% | −344−3.2% | 減碼 |
| LGT Financial Advisors LLC | 10,532 | $43.0 萬 | 0.55% | −295−2.7% | 減碼 |
| Coastal Bridge Advisors, LLC | 10,463 | $42.8 萬 | 0.11% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 10,459 | $42.7 萬 | 0.20% | −219−2.1% | 減碼 |
| McCarthy Asset Management, Inc. | 10,442 | $42.7 萬 | 0.31% | +30.0% | 加碼 |
| Tarbox Family Office, Inc. | 10,419 | $42.6 萬 | 0.09% | 00.0% | 不變 |
| Flagstone Financial Management | 10,404 | $42.5 萬 | 0.19% | 00.0% | 不變 |
| Altfest L J & Co Inc | 10,368 | $42.4 萬 | 0.07% | −976−8.6% | 減碼 |
| Balentine LLC | 10,337 | $42.2 萬 | 0.01% | −907−8.1% | 減碼 |
| Lauterbach Financial Advisors, LLC | 10,335 | $42.2 萬 | 0.33% | +64+0.6% | 加碼 |
| Quent Capital, LLC | 10,323 | $42.2 萬 | 0.07% | +624+6.4% | 加碼 |
| FSB Premier Wealth Management, Inc. | 10,322 | $42.2 萬 | 0.23% | +554+5.7% | 加碼 |
| Kovack Advisors, Inc. | 10,280 | $42.0 萬 | 0.06% | −1,823−15.1% | 減碼 |
| Stephenson National Bank & Trust | 10,248 | $41.9 萬 | 0.23% | 00.0% | 不變 |
| Studio Investment Management LLC | 10,246 | $41.9 萬 | 0.12% | +4,920+92.4% | 加碼 |
| Athena Investment Management | 10,205 | $41.7 萬 | 0.30% | +10.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 10,194 | $41.7 萬 | 0.17% | +2,350+30.0% | 加碼 |
| HCR Wealth Advisors | 10,181 | $41.6 萬 | 0.09% | 00.0% | 不變 |
| Punch & Associates Investment Management, Inc. | 10,160 | $41.5 萬 | 0.03% | −500−4.7% | 減碼 |
| Washington Trust Bank | 10,138 | $41.4 萬 | 0.04% | +1,059+11.7% | 加碼 |
| Monument Capital Management | 10,048 | $41.1 萬 | 0.14% | −1,069−9.6% | 減碼 |
| Desjardins Global Asset Management Inc. | 10,031 | $41.0 萬 | 0.04% | −16,964−62.8% | 減碼 |
| Garda Capital Partners LP | 9,994 | $40.8 萬 | 0.26% | +9,994 | 新進 |
| PFG Investments, LLC | 9,988 | $40.8 萬 | 0.08% | +66+0.7% | 加碼 |
| Check Capital Management Inc | 9,969 | $40.7 萬 | 0.03% | −751,961−98.7% | 減碼 |
| Zuckerman Investment Group, LLC | 9,968 | $40.7 萬 | 0.06% | 00.0% | 不變 |
| Alta Advisers Ltd | 9,900 | $40.5 萬 | 0.23% | 00.0% | 不變 |
| Principal Street Partners, LLC | 9,886 | $40.4 萬 | 0.08% | +4,948+100.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 9,853 | $40.3 萬 | 0.13% | +9,853 | 新進 |
| Sweet Financial Partners, LLC | 9,841 | $40.2 萬 | 0.11% | +1,033+11.7% | 加碼 |
| WealthShield Partners, LLC | 9,809 | $40.1 萬 | 0.06% | −218−2.2% | 減碼 |
| Parkside Financial Bank & Trust | 9,800 | $40.0 萬 | 0.09% | +4,796+95.8% | 加碼 |
| Bedel Financial Consulting, Inc. | 9,794 | $40.0 萬 | 0.08% | +26+0.3% | 加碼 |
| Bedel Financial Consulting Inc | 9,794 | $40.0 萬 | 0.08% | +9,794 | 新進 |
| Monarch Capital Management Inc | 9,730 | $39.8 萬 | 0.13% | −1,230−11.2% | 減碼 |
| LVW Advisors, LLC | 9,705 | $39.7 萬 | 0.08% | −283−2.8% | 減碼 |
| Hall Private Wealth Advisors | 9,700 | $39.6 萬 | 0.27% | +9,700 | 新進 |
| Echo Street Capital Management LLC | 9,661 | $39.5 萬 | 0.00% | +4,561+89.4% | 加碼 |
| Royal Capital Wealth Management, LLC | 9,646 | $39.4 萬 | 0.38% | −265−2.7% | 減碼 |
| Hartford Financial Management Inc. | 9,595 | $39.2 萬 | 0.10% | 00.0% | 不變 |
| Aspen Investment Management Inc | 9,580 | $39.1 萬 | 0.24% | 00.0% | 不變 |
| West Bancorporation Inc | 9,550 | $39.0 萬 | 0.28% | −2,000−17.3% | 減碼 |
| Cannell Peter B & Co Inc | 9,550 | $39.0 萬 | 0.01% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 9,519 | $38.9 萬 | 0.29% | 00.0% | 不變 |
| Verity & Verity, LLC | 9,510 | $38.9 萬 | 0.05% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 9,499 | $38.8 萬 | 0.03% | −9,773−50.7% | 減碼 |
| Front Street Capital Management, Inc. | 9,504 | $38.8 萬 | 0.09% | −3,280−25.7% | 減碼 |
| Sage Mountain Advisors LLC | 9,468 | $38.7 萬 | 0.05% | +516+5.8% | 加碼 |
| Fosun International Ltd | 9,435 | $38.6 萬 | 0.06% | −37,347−79.8% | 減碼 |
| Atwood & Palmer Inc | 9,420 | $38.5 萬 | 0.03% | 00.0% | 不變 |
| Zacks Investment Management | 9,399 | $38.4 萬 | 0.00% | +1,241+15.2% | 加碼 |
| West Family Investments, Inc. | 9,398 | $38.4 萬 | 0.13% | 00.0% | 不變 |
| Verum Partners LLC | 9,388 | $38.4 萬 | 0.17% | +9,388 | 新進 |
| MCF Advisors LLC | 9,376 | $38.3 萬 | 0.03% | +282+3.1% | 加碼 |
| Humankind Investments LLC | 9,363 | $38.3 萬 | 0.16% | −671−6.7% | 減碼 |
| Advisors Management Group Inc | 9,339 | $38.2 萬 | 0.12% | −16−0.2% | 減碼 |
| Virtue Capital Management, LLC | 8,776 | $38.2 萬 | 0.06% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 9,317 | $38.1 萬 | 0.02% | −133−1.4% | 減碼 |
| Webster Bank, N. A. | 9,275 | $37.9 萬 | 0.05% | −342−3.6% | 減碼 |
| Texas Capital Bancshares Inc | 9,275 | $37.9 萬 | 0.21% | −35−0.4% | 減碼 |
| Sandy Spring Bank | 9,262 | $37.8 萬 | 0.02% | +246+2.7% | 加碼 |
| Doliver Advisors, LP | 9,220 | $37.7 萬 | 0.11% | −88−0.9% | 減碼 |
| Beta Wealth Group, Inc. | 9,205 | $37.6 萬 | 0.22% | +1,405+18.0% | 加碼 |
| Keystone Financial Group | 9,195 | $37.6 萬 | 0.06% | +155+1.7% | 加碼 |
| Plancorp, LLC | 9,180 | $37.5 萬 | 0.02% | +1,087+13.4% | 加碼 |
| West Branch Capital LLC | 9,136 | $37.3 萬 | 0.20% | −746−7.5% | 減碼 |
| Royal Fund Management, LLC | 9,124 | $37.3 萬 | 0.05% | −33−0.4% | 減碼 |
| Aaron Wealth Advisors | 9,122 | $37.3 萬 | 0.05% | +136+1.5% | 加碼 |
| Harbor Investment Advisory, LLC | 9,098 | $37.2 萬 | 0.05% | −3,245−26.3% | 減碼 |
| World Equity Group, Inc. | 9,082 | $37.1 萬 | 0.08% | +9,082 | 新進 |
| Gladstone Institutional Advisory LLC | 9,078 | $37.1 萬 | 0.02% | −364−3.9% | 減碼 |
| Provence Wealth Management Group | 9,071 | $37.1 萬 | 0.23% | +396+4.6% | 加碼 |
| APCM Wealth Management for Individuals | 9,069 | $37.1 萬 | 0.06% | −2,439−21.2% | 減碼 |
| Fort Point Capital Partners LLC | 9,067 | $37.0 萬 | 0.06% | −1,480−14.0% | 減碼 |
| Cim Investment Mangement Inc | 9,029 | $36.9 萬 | 0.14% | −221−2.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 9,028 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| Winning Points Advisors, LLC | 9,006 | $36.8 萬 | 0.65% | −400−4.3% | 減碼 |
| Kathleen S. Wright Associates Inc. | 9,075 | $36.8 萬 | 0.21% | +1,600+21.4% | 加碼 |
| Vontobel Asset Management Inc | 9,003 | $36.8 萬 | 0.00% | −508−5.3% | 減碼 |
| Claar Advisors LLC | 9,000 | $36.8 萬 | 0.15% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 8,981 | $36.7 萬 | 0.04% | 00.0% | 不變 |
| PDS Planning, Inc | 8,966 | $36.6 萬 | 0.05% | +266+3.1% | 加碼 |
| Clear Creek Financial Management, LLC | 8,919 | $36.4 萬 | 0.06% | −482−5.1% | 減碼 |
| Grey Street Capital, LLC | 8,888 | $36.3 萬 | 0.21% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 8,888 | $36.3 萬 | 0.03% | +7,268+448.6% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 8,874 | $36.3 萬 | 0.18% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 8,863 | $36.2 萬 | 0.12% | +8,863 | 新進 |
| Everhart Financial Group, Inc. | 8,859 | $36.2 萬 | 0.15% | +1,473+19.9% | 加碼 |